Civic Intelligence

Kenneth J Donlan

Plan context: Shearson Lehman Hutton Self Employed Retirement Plan and Trust

EIN 47-0636412 • 18 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$1,611,909

2007 Contributions

$54,285

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,611,909$805,955$0199920042006YearValue
$1,611,909Latest year 2006

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320199920032006YearValue
3Latest year 2006

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200720$0$54,285-
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-0-$29,675-
Kenneth J Donlan Dds Money Purchase Plan-0-$24,610-
200623$1,611,909$51,878$17,293iApproximate average salary by contribution assumption: employee only about $432,317 at 4% or $288,211 at 6%; with 50% employer match about $288,211 at 4% or $192,141 at 6%; with 100% employer match about $216,158 at 4% or $144,106 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-3$1,030,852$23,519$7,840iApproximate average salary by contribution assumption: employee only about $195,992 at 4% or $130,661 at 6%; with 50% employer match about $130,661 at 4% or $87,107 at 6%; with 100% employer match about $97,996 at 4% or $65,331 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3$581,057$28,359$9,453iApproximate average salary by contribution assumption: employee only about $236,325 at 4% or $157,550 at 6%; with 50% employer match about $157,550 at 4% or $105,033 at 6%; with 100% employer match about $118,163 at 4% or $78,775 at 6%.
200523$1,407,724$50,628$16,876iApproximate average salary by contribution assumption: employee only about $421,900 at 4% or $281,267 at 6%; with 50% employer match about $281,267 at 4% or $187,511 at 6%; with 100% employer match about $210,950 at 4% or $140,633 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-3$910,492$22,952$7,651iApproximate average salary by contribution assumption: employee only about $191,267 at 4% or $127,511 at 6%; with 50% employer match about $127,511 at 4% or $85,007 at 6%; with 100% employer match about $95,633 at 4% or $63,756 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3$497,232$27,676$9,225iApproximate average salary by contribution assumption: employee only about $230,633 at 4% or $153,756 at 6%; with 50% employer match about $153,756 at 4% or $102,504 at 6%; with 100% employer match about $115,317 at 4% or $76,878 at 6%.
200423$1,288,262$49,342$16,447iApproximate average salary by contribution assumption: employee only about $411,183 at 4% or $274,122 at 6%; with 50% employer match about $274,122 at 4% or $182,748 at 6%; with 100% employer match about $205,592 at 4% or $137,061 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-3$844,769$22,369$7,456iApproximate average salary by contribution assumption: employee only about $186,408 at 4% or $124,272 at 6%; with 50% employer match about $124,272 at 4% or $82,848 at 6%; with 100% employer match about $93,204 at 4% or $62,136 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3$443,493$26,973$8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%.
200323$1,146,528$49,462$16,487iApproximate average salary by contribution assumption: employee only about $412,183 at 4% or $274,789 at 6%; with 50% employer match about $274,789 at 4% or $183,193 at 6%; with 100% employer match about $206,092 at 4% or $137,394 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-3$763,659$22,423$7,474iApproximate average salary by contribution assumption: employee only about $186,858 at 4% or $124,572 at 6%; with 50% employer match about $124,572 at 4% or $83,048 at 6%; with 100% employer match about $93,429 at 4% or $62,286 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3$382,869$27,039$9,013iApproximate average salary by contribution assumption: employee only about $225,325 at 4% or $150,217 at 6%; with 50% employer match about $150,217 at 4% or $100,144 at 6%; with 100% employer match about $112,663 at 4% or $75,108 at 6%.
200223$932,606$44,545$14,848iApproximate average salary by contribution assumption: employee only about $371,208 at 4% or $247,472 at 6%; with 50% employer match about $247,472 at 4% or $164,981 at 6%; with 100% employer match about $185,604 at 4% or $123,736 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-3$633,385$19,603$6,534iApproximate average salary by contribution assumption: employee only about $163,358 at 4% or $108,906 at 6%; with 50% employer match about $108,906 at 4% or $72,604 at 6%; with 100% employer match about $81,679 at 4% or $54,453 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3$299,221$24,942$8,314iApproximate average salary by contribution assumption: employee only about $207,850 at 4% or $138,567 at 6%; with 50% employer match about $138,567 at 4% or $92,378 at 6%; with 100% employer match about $103,925 at 4% or $69,283 at 6%.
200120$0$0-
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-0---
Kenneth J Donlan Dds Money Purchase Plan-0---
200023$0$0-
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-3---
Kenneth J Donlan Dds Money Purchase Plan-3---
199921$1,076,171$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kenneth J Donlan Dds Money Purchase Plan-1$765,373$14,544$14,544iApproximate average salary by contribution assumption: employee only about $363,600 at 4% or $242,400 at 6%; with 50% employer match about $242,400 at 4% or $161,600 at 6%; with 100% employer match about $181,800 at 4% or $121,200 at 6%.
Shearson Lehman Hutton Self Employed Retirement Plan and Trust-1$310,798$15,456$15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%.